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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,436 | $209,336-89.8% | $197,124-89.1% | $137,256-84.4% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 12.79% | 48.09%-35.3pp | 44.34%-31.6pp | 220.34%-207.6pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,706 | $9,614+11.4% | $9,135+17.2% | $6,407+67.1% |
| Admin fee / account holder | $7,691 | $17,308-55.6% | $16,298-52.8% | $12,270-37.3% |